Creating an Invoice

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Wodify provides the ability to easily create a custom invoice whenever you need to charge an existing client or guest. 

In this article, we will cover:

How to Create a Custom Invoice within a Client's Profile

You are able to create a custom invoice directly within the Clients Profile.

  1. Go to Wodify Admin > People > Clients
  2. Select the Client Name
  3. On the Membership & Payments tab > click + New Invoice
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  4. Select the Payment Due Date
    • (Optionally) Enable Auto Bill
    • Select the Location of Sale
  5. Click Save
  6. Now, you are able to click Actions > Add Line Item
    • You can add multiple line items

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How to Create a Custom Invoice (Guests)

Since guest does not have a client profile, we'll walk you through how to create a manual invoice for them. 

  1. Go to Wodify Admin > Financial > Invoices
  2. Click + New Invoice
    2021-04-26_18-58-29.png
  3. Select who you would like to invoice:
    • Existing client: you can select their name from the list
    • Guest: click Not a Member? and Enter Name
  4. Select the Payment Due Date
    • (Optionally) Enable Auto Bill
    • Select the Location of Sale
  5. Click Save
    2021-04-26_18-59-12.png
  6. Now, you are able to click Actions > Add Line Item
    • You can add multiple line items2021-04-26_19-00-23.png

 

Note: When creating an invoice for a guest, you'll need to manually process the invoice by clicking ACTIONS > Pay Invoice. 

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More Information:

TIP: Wodify Blueprint Course - Increase revenue with automated billing

If you need any additional assistance with Creating an Invoice, feel free to reach out to us at support@wodify.com.

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